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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,124 | $132,634-62.2% | $115,768-56.7% | $137,256-63.5% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.4%+20.6pp | 80.0%+15.0pp |
| Annual return | 10.24% | 160.70%-150.5pp | 100.46%-90.2pp | 220.34%-210.1pp |
| Employer contribution / active EE | $11,311 | $3,360+236.7% | $2,940+284.7% | $4,156+172.2% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,159 | $15,028-72.3% | $12,439-66.6% | $12,270-66.1% |